How to Use the Docusign Notifications chatbot in Zoom App

This post was most recently updated on July 28th, 2022

Zoom’s DocuSign Chatbot provides you with notifications regarding the status of your envelopes in DocuSign.

Prerequisites

  • You can either sign up for a free or paid Zoom account
  • As well as a DocuSign admin account.
  • Zoom Marketplace is pre-approving the DocuSign chatbot as part of its Marketplace program
    Note:  You should contact your Zoom administrator if your app is not pre-approved.

How to install and configure

Add the integration from the Zoom Marketplace

  1. If you would like to be able to see the Zoom Marketplace, you will need to log into your Zoom account.
  2. Go to the Zoom Marketplace and search for DocuSign.
  3. Please contact your Zoom admin if this app has not been pre-approved, so that it can be approved for your account.
  4. Click the Add button.
  5. Ensure the app has all the permissions it requires to run, and choose Authorize.
    Note: Whenever you start the Zoom client, the DocuSign Chatbot will automatically be installed for you if your admin has installed it.

Configuring the DocuSign chatbot

  1. You will need to login to your Docusign account in order to continue.
  2. To join a Zoom Chat channel, navigate to the channel you want to join and then type /dsign connect.
    A 1:1 chat message will be sent to you from the DocuSign chatbot, at this point click the provided link to authorize the connection between the two platforms.
  3. As soon as your envelope has been authorized, you will then need to create an account on DucuSign Connect to receive status updates from DucuSign Connect.
  4. In order to access the DocuSign 1:1 chat, you will have to return to your Zoom chat.
    An email message with instructions on how to enable notifications will have been sent to you after the successful connection.
  5. Go to the Docusign Connect dashboard and click on Add Custom Configuration Settings.
  6. Select Custom Configuration, then click Add Configuration.
  7. You will need to provide the following information:
    • Name: Zoom DocuSign Chatbot (or whatever name you choose)
    • URL to Publish (HTTPS required): https://nodebots.zoom.us/docusign/connect
  8. If you would like to include the following:
    • Time Zone Information
  9. If you would like to receive notifications for any trigger events, please select the events you wish to receive notifications for. There are several trigger events that are supported:
    • Envelope Sent
    • Envelope Delivered
    • Envelope Signed/Completed
    • Envelope Declined
    • Envelope Voided
    • Recipient Sent
    • Recipient Delivery Failed
    • Recipient Delivered
    • Recipient Signed/Completed
    • Recipient Declined
    • Recipient Authentication Failure
  10. Please enter the following into the Include Basic Authentication Header box:
    • User Name: The username you used for the 1:1 conversation with DocuSign
    • Password: The password that you used for the 1:1 conversation with DocuSign
  11. Once you have entered the password, click Add at the bottom of the page and the configuration will be saved.

Using the DocuSign chatbot

Once the chatbot has been configured, it is now possible to interact with the DocuSign chatbot by using the following commands.

Available Commands

Help

The following commands will show you the list of available commands for the DocuSign Chatbot: /dsign help or help (in the 1:1 chat).

Connect

To connect your DocuSign account, you can type /dsign connect or connect (in the 1:1 DocuSign chat). * Disconnect: When logged in, type /dsign disconnect (in the 1:1 DocuSign chat) or disconnect (in the DocuSign chat) to disconnect your account.

List

To list the documents for a specified envelope, type /dsign *envelopeName or ID> list or to list documents for a specified envelope (in the 1:1 Docusign chat)

List all

The top 5 envelopes and their documents will be listed if you type /dsign list all or list all (in the 1:1 Docusign chat).

How to remove the DocuSign Chatbot

  1. Navigate to the Zoom Marketplace by logging in to your Zoom account.
  2. By clicking Manage, then clicking Added Apps, you can navigate to your installed apps.
  3. You can remove DocuSign by clicking on the Remove button next to it.
  4. Click on the Remove button when you are finished.

Data security

  • Using this app, you will be able to see the following information on Zoom:
    • Using the Zoom account, you can view the groups a Zoom user is a member of.
    • Using the Zoom account, you can view the details of existing meetings for the Zoom user.
    • Using the Zoom account, you can view the details of a Zoom user’s existing meetings.
  • The app can access the following information about the Docusign account:
    • The recipients and envelopes you have sent.
      • The app has read-only access to this information.
  • Zoom has granted the following permissions to this chat application:
    • The Zoom chat app allows you to send a message to a user under your Zoom account in an IM channel or to another IM user in a Zoom channel.
    • With this chat app, any Zoom user whose account has been connected to Zoom can create meetings using the Zoom app.
  • There are two types of communication between this chat app and Zoom/Docusign:
    • The protocol is TLS1.2.
    • ECDH-ECDSA-AES128-GCM-SHA256: a cryptographic suite
    • that uses a 128-bit key
    • that has perfect forward secrecy: YES
  • Access credentials are stored in the local data store by this chat app:
    • An encrypted database is used for storing the API/OAuth tokens and Zoom OAuth credentials (both of which are restricted for admins only).